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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

767 hedge funds and large institutions have $15.8B invested in iShares Core S&P US Growth ETF in 2024 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 233 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
+78
Holders Change %
+11.32%
% of All Funds
10.21%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
127
Increased
233
Reduced
226
Closed
34
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
-$35K

Top Buyers

1
BTI
Blue Trust Inc
Georgia
$269M
2
LPL Financial
LPL Financial
California
$2.13B
3
Bank of America
Bank of America
North Carolina
$5.5B
4
Fidelity International
Fidelity International
Bermuda
$28.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$121M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$877M
2
FWI
Facet Wealth Inc
Maryland
$100M
3
Corient Private Wealth
Corient Private Wealth
Florida
$21.6M
4
Two Sigma Investments
Two Sigma Investments
New York
$5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
76
Amplius Wealth Advisors
Pennsylvania
$16.7M +$175K +1,259 +1%
EWP
77
Elevation Wealth Partners
California
$16.6M +$95K +682 +0.6%
NAMNJ
78
NorthStar Asset Management (New Jersey)
New Jersey
$16.4M +$526K +3,778 +3%
VFPW
79
Vantage Financial Partners (Wisconsin)
Wisconsin
$15.7M +$242K +1,738 +2%
CWA
80
Canvas Wealth Advisors
Kansas
$15.3M +$299K +2,145 +2%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$14.5M +$758K +5,443 +6%
RWPA
82
Richard W. Paul & Associates
Michigan
$14.4M -$510K -3,661 -3%
BWM
83
Birchcreek Wealth Management
Ohio
$14.3M -$213K -1,530 -1%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$14.2M +$983K +7,056 +7%
SC
85
Savant Capital
Illinois
$14.1M -$2.71M -19,461 -16%
FFS
86
Founders Financial Securities
Maryland
$13.4M +$2.05M +14,743 +18%
GFG
87
Goldstone Financial Group
Illinois
$13.3M +$544K +3,904 +4%
HI
88
Horizon Investments
North Carolina
$13.3M +$2.06M +14,748 +18%
Kayne Anderson Rudnick Investment Management
89
Kayne Anderson Rudnick Investment Management
California
$13.2M +$956K +6,865 +8%
Truist Financial
90
Truist Financial
North Carolina
$13.1M +$227K +1,628 +2%
CIA
91
Concurrent Investment Advisors
Florida
$13.1M +$265K +1,903 +2%
RBWA
92
RFG - Bristol Wealth Advisors
Massachusetts
$13.1M +$13.1M +93,930 New
BC
93
Brio Consultants
California
$13M +$384K +2,756 +3%
FFG
94
Fortress Financial Group
Minnesota
$13M +$13M +93,251 New
OIA
95
OneDigital Investment Advisors
Kansas
$12.9M +$346K +2,482 +3%
IWMWV
96
Ironwood Wealth Management (West Virginia)
West Virginia
$12.8M -$367K -2,648 -3%
PIAS
97
PCA Investment Advisory Services
Ohio
$12.7M -$679K -4,876 -5%
EWA
98
ERTS Wealth Advisors
Michigan
$12.7M -$490K -3,515 -4%
UCFA
99
United Capital Financial Advisors
Texas
$12.5M -$492K -3,530 -4%
FC
100
Financial Council
Maryland
$12.3M -$44K -316 -0.4%
2 3
4
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